MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.75B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,554
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$5.18M
3
+$5.12M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.97M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.35M

Top Sells

1
+$6.96M
2
+$5.51M
3
+$4.44M
4
STZ icon
Constellation Brands
STZ
+$4.21M
5
NEM icon
Newmont
NEM
+$3.87M

Sector Composition

1 Technology 22.71%
2 Financials 11.35%
3 Consumer Discretionary 8%
4 Industrials 7.57%
5 Healthcare 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$87.1K ﹤0.01%
1,149
-167
627
$85.7K ﹤0.01%
2,831
+810
628
$85.4K ﹤0.01%
899
-1,573
629
$84.8K ﹤0.01%
1,168
+647
630
$84.8K ﹤0.01%
1,191
+300
631
$84.7K ﹤0.01%
822
+158
632
$84.6K ﹤0.01%
574
-86
633
$84.4K ﹤0.01%
768
+38
634
$84.3K ﹤0.01%
1,045
-77
635
$84.2K ﹤0.01%
1,000
-100
636
$84K ﹤0.01%
957
-6
637
$84K ﹤0.01%
1,516
+60
638
$83.8K ﹤0.01%
1,144
+32
639
$83.7K ﹤0.01%
4,578
+2,797
640
$83.4K ﹤0.01%
2,031
+1,072
641
$83.2K ﹤0.01%
837
+608
642
$83.1K ﹤0.01%
649
+48
643
$82.7K ﹤0.01%
1,215
+1
644
$82K ﹤0.01%
1,752
+101
645
$82K ﹤0.01%
7,141
-383
646
$81.6K ﹤0.01%
167
-32
647
$81.6K ﹤0.01%
1,454
+302
648
$81.4K ﹤0.01%
5,988
+3,924
649
$81.2K ﹤0.01%
545
-7
650
$80.8K ﹤0.01%
563
-18
24 25
26
27 28